Auto-populate multiple fields between pages by using just the Record ID as a URL Parameter

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I've created a button on the Opportunity object called "Convert Opportunity" that opens a Skuid Wizard to create a custom object called "Sales_Orders__c". Using here post, I was able to pre-populate some of the fields from the Opportunity using URL Parameters. However, do I have to use URL Parameters to pass all the data from the Opportunity to the Sales Order? Or can I just send over the Opportunity ID and then have conditions that set the rest of the fields?

I've successfully gotten the Opportunity, and Customer(Account Lookup) to pre-populate, but would like to get all of my Billing Information to pre-populate from the Account that is on the Opportunity. Do I have to pass all of this data through the URL? Or, is there a way to set-up a condition to pull all of that information another way?

What I've done so far
On the Sales Order Wizard page, I've created another model called "Account" and set a condition to use the URL parameter "AcctID". I then set a condition on the page model "Sales Order"- field "Credit Terms" to match the value of the "Account.CreditTerms". However, it's not working and I'm not sure why

The URL I'm passing through is

Or beforehand it's

Any help would be much appreciated.

Thank you!
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Sam Becker

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Posted 3 years ago

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Sam Becker

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Nevermind! I got it to work. I had to add the fields to the "Account" model that I wanted to display on the page
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Rob Hatch, Official Rep

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Yup.  Fields you want to work with have to be in your model.  Trips me up too...